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California RIA Deals & Moves: Focus Partners Wealth Merges in $5.6B Diana Britton , Executive Editor , WealthManagement.com July 3, 2025 3 Min Read Bordeaux WealthAdvisors, a $5.6 has merged with Focus Partners Wealth, one of Focus Financial Partners’ hub firms, according to a LinkedIn post.
The ability to advise on standard financial planning matters such as retirementplanning should be table stakes (if not, red flag). But even comprehensive wealthadvisors have blind spots or can only go an inch deep on certain subjects. Do you have a unique situation? So, thats a lot.
Retirementplanning is deeply personal, and for single individuals, it comes with both unique opportunities and important considerations. Whether by choice or circumstance, retiring solo means you’re in full control of your financial decisions, but you also face distinct planning challenges that require thoughtful strategy.
Why Financial Advisors Must Leverage Google Ads? Google Ads can be one of the most effective lead-generation tools for financial advisors—if used wisely. High-Intent Audience When someone searches “retirementplanning help” or “wealthadvisor near me,” they’re actively looking.
We are excited to welcome Francheska Ruiz, CFP and Chad Williamson, CFP to our team as WealthAdvisors. Francheska brings a personalized, forward-thinking approach to financial planning, helping clients navigate complex financial decisions with confidence.
Add keywords your audience might use, like Financial Advisor | RetirementPlanning or “Wealth Management | Tax Planning.” Make it easy to remember and search. Use the Name Field Wisely The name field, not the handle, is searchable. ” Dont waste this space by repeating your username.
While this trend highlights the need for thoughtful planning, the decision to take Social Security early is highly personal and depends on a variety of factors. Rather than reacting to uncertainty, it can be helpful to view Social Security as one piece of a long-term retirement strategy. We’re here to help support your long-term goals.
Our WealthAdvisor, Franklin Gay, CFP®, EA , recently spoke with CBS News to provide clarity on the matter. If you’re wondering how OBBA might impact your retirementplanning, we’re here to help. At Tobias Financial Advisors, we take the time to understand your unique goals and circumstances.
Podcasts Michael Kitces talks divorce planning with Michelle Klisanich who is a WealthAdvisor for Financially Wise Divorce. kitces.com) Matt Zeigler talks with Wade Pfau about managing sequence of returns risk in retirement. youtube.com) Ted Seides talks with Jeff Assaf who is the founder and CIO of ICG Advisors.
For many wealthadvisors, workplace retirementplans are either a burden or an afterthought, according to John Kutz, National RetirementPlan Strategist at Franklin Templeton. He and his team explore why embracing these plans can benefit their practice, and their clients.
Jason then pivoted to offering financial planning services for those nearing or entering retirement, which required the firm to retrain its staff on the ins and outs of retirementplanning.
Explore the significant opportunities for wealthadvisors in managing 401(k) plans. Our Mike Dullaghan explains how these plans can help both advisors and clients with financial growth and retirementplanning.
Attorneys are telling us that 2024 is the time to review and change your estate plan as the lines may be out the door in 2025 for taxpayers wanting to make last minute changes to take advantage of the higher exemption amount. Lastly, I allocate the retirementplan contributions between Roth and Traditional 401(k) accounts.
The average retirement age in America is 63. However, it may still be advised to start planning your retirement as soon as you can. Retirementplanning is a long process. It can take several years to understand your future needs and accumulate enough savings to prepare for a financially secure retirement.
The average retirement age in America is 63. However, it may still be advised to start planning your retirement as soon as you can. Retirementplanning is a long process. It can take several years to understand your future needs and accumulate enough savings to prepare for a financially secure retirement.
Despite the positive statistics, disparities in income, workplace discrimination, and lower inheritance rates persist, impacting long-term wealth accumulation. Additionally, financial habits such as lower contributions to retirementplans and reliance on tangible assets pose unique challenges.
We are thrilled to announce that our WealthAdvisors, Edzai Chimedza, CFP® and Franklin Gay , CFP®, EA will be leading two Financial Planning Seminars at Nova Southeastern University. These seminars, scheduled for Friday, April 12th and Friday, May 3rd at 11 a.m., will cater specifically to the students of the dental school.
Financial Freedom Wealth Management Group. Based out of Newport, Oregon the Financial Freedom Wealth Management website focuses on retirementplanning services. Special attention to design makes information easy to absorb. .” – Julia Carlson, Financial Freedom Wealth Management Group. Navis WealthAdvisors.
If you work for a very large firm with high name recognition, I would use the firm name in your headline, such as WealthAdvisor at XYZ Wealth Management Group. I would leave your name out of the headline if your firm name has your own name in it since that keyword is already accounted for in your name.
Retirementplanning can be a bit complex. There are multiple factors to weigh in, right from healthcare and inflation to estate planning, business succession planning, tax planning, and more. However, the main drawback to this can be the lack of foresight regarding what and how to plan.
To feel confident that it isn’t too early to retire, your plan should include a Monte Carlo simulation to account for market volatility. This is the best way to stress-test a retirementplan. If you’ve recently sold a business, speak with a Darrow WealthAdvisor today.
Our WealthAdvisor, Franklin “Franko” Gay , is passionate about helping others achieve their personal goals by utilizing strategic financial and tax planning in their day-to-day lives. The post Nearing Retirement and Falling Behind in Savings appeared first on www.tobiasfinancial.com.
1:47 Here are some of these keywords: financial advisor, financial planner, retirementplanning, and wealth management. For instance, many advisors call themselves wealth planners or wealthadvisors. 2:19 So let me show you for the keyword wealthadvisor.
1:47 Here are some of these keywords: financial advisor, financial planner, retirementplanning, and wealth management. For instance, many advisors call themselves wealth planners or wealthadvisors. 2:19 So let me show you for the keyword wealthadvisor.
Past performance is not a guarantee or a reliable indicator of future results Roger Nusbaum is an investment advisor representative of Dynamic WealthAdvisors. All investment advisory services are offered through Dynamic WealthAdvisors.
Past performance is not a guarantee or a reliable indicator of future results Roger Nusbaum is an investment advisor representative of Dynamic WealthAdvisors. All investment advisory services are offered through Dynamic WealthAdvisors.
Past performance is not a guarantee or a reliable indicator of future results Roger Nusbaum is an investment advisor representative of Dynamic WealthAdvisors. All investment advisory services are offered through Dynamic WealthAdvisors.
But depending on the investment options in the retirementplan, as the balance grows, it may be advantageous to customize your asset allocation. For help managing your investments and the rest of your personal financial life, please contact a Darrow Wealthadvisor to schedule a consultation.
Past performance is not a guarantee or a reliable indicator of future results Roger Nusbaum is an investment advisor representative of Dynamic WealthAdvisors. All investment advisory services are offered through Dynamic WealthAdvisors.
So, while these advisors can certainly be excellent, they’re mostly unreachable unless you have millions of dollars to invest. What’s more, these wealthadvisors aren’t really there to teach you how to put together a budget, they strictly manage your money. Personal Capital to the rescue.
In a recent Financial Advisor article, our Senior WealthAdvisor, Matt Saneholtz , CFA, CFP®, EA, was quoted on the implications of the Medicare industry upheaval during the upcoming open enrollment period. He shared his insights on the matter, discussing why Medigap may be a good option despite their high premiums.
Secondly, when hiring a financial advisor, look for their certifications to establish more faith. Certified Private WealthAdvisor (CPWA). Chartered Wealth Manager (CWM). A professional financial advisor can be an asset to you, and hiring one soon in life can be helpful to make sure you are on the right track.
Lawrence (Larry) Sprung is a CFP® professional and founder and wealthadvisor of Mitlin Financial. He was named a Top 10 Advisor on Investopedia’s 100 list. Christine Benz is the Director of Personal Financial and RetirementPlanning at Morningstar and she also co-hosts The Long View podcast with Jeff Ptak.
Passion for Numbers If the allure of spreadsheets, the precision of calculations, and the thrill of tracking investments resonate with you, then the path of a financial advisor beckons. A Spectrum of Opportunities The canvas of financial advisory is vast and varied: Delve into niches like retirementplanning or wealth management.
However, if you find it challenging to manage risk, you can hire a financial advisor and get help with stock investments, retirementplanning, and more. Use WiserAdvisor’s free advisor match service to find highly qualified and vetted wealthadvisors who can guide you on the same.
2023 may see several changes with respect to retirementplans, Social Security, etc., under the Securing a Strong Retirement Act of 2022 (SECURE 2.0). Consider consulting with a wealthadvisor who can guide you on how to preserve as well as increase your wealth in 2023.
Helping parents send their kids to college, care for an aging parent and retire with financial independence are literally what gets him up every day. Prior to joining EP WealthAdvisors in 2021, Scott worked for a number of the largest Wall Street firms, including UBS, Prudential and Wells Fargo. Lee holds a Ph.D.
Past performance is not a guarantee or a reliable indicator of future results Roger Nusbaum is an investment advisor representative of Dynamic WealthAdvisors. All investment advisory services are offered through Dynamic WealthAdvisors.
Therefore, high-net-worth financial planning is a must for individuals belonging to high-income groups. If you are a high-net-worth individual and wish to learn about wealth preservation, tax-saving strategies, and management of large estates; engage the services of a wealthadvisor who can advise you on the same.
If you have other questions that aren’t answered here, you can contact one of our financial advisors who will help you better understand your options. What is a defined contribution plan? Defined contribution plans are employer-sponsored retirementplans that offer tax incentives for both employer and employee.
A merger of VisionPoint Advisory Group and Navitas WealthAdvisors brings together a team of 60 for wealth management, tax planning and corporate retirementplan advisement.
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